Marsha DunbarCRD Number: 1027969
Current Firm: Raymond James Financial Services Advisors, Inc.
Marsha Dunbar (CRD# 1027969) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Springdale, AR and has over 9 years of experience in the finance industry.
Garrett Investment Advisors, LLC
Boston Mountain Money Management, Inc.
Cambridge Investment Research Advisors, Inc.
|Raymond James Financial Services||Springdale, AR||Jul 2008 - Current||9|
|Holliday American Mortgage||Fayetteville, AR||Jul 2008 - Current||9|
|Anb Financial Services||Fayetteville, AR||Aug 2002 - Jul 2008||5|
|On-call Staffing||Rogers, AR||May 2008 - Jun 2008||< 1|
|Uvest Investment Services||Charlotte, NC||Mar 2001 - May 2008||7|
|Arkansas National Bank||Bentonville, AR||Jan 2001 - May 2008||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2008|
|S65||NASAA Investment Advisors Law Examination||Aug 2010|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops